Global Wealth Management Investment Advisory, Inc.
FORT LAUDERDALE FL · SEC CIK 0001767855
$7.03亿2026Q2 申报市值
160持仓数
30.1%前十大占比 · 第一大 3.6%
11 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DVN 新建仓+$528.77万
KHC 新建仓+$378.29万
JEPI 加仓+$209.53万
VCIT 加仓+$209.25万
MCD 加仓+$143.91万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$916.31万
COTERRA ENERGY I 清仓-$652.15万
CSCO 减仓-$182.63万
CVS 减仓-$160.11万
QQQ 减仓-$126.52万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $2,515.77万 | 3.58% | 304,388 | 25,317 | 9.1% | $209.25万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,394.29万 | 3.41% | 423,919 | 37,098 | 9.6% | $209.53万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,268.24万 | 3.23% | 389,732 | 18,056 | 4.9% | $105.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,255.11万 | 3.21% | 30,623 | -1,718 | -5.3% | -$126.52万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,237.08万 | 3.18% | 111,804 | -59 | -0.1% | -$1.18万 | 减仓 |
| AAPL | APPLE INC | $2,138.26万 | 3.04% | 73,896 | 1,440 | 2.0% | $41.67万 | 加仓 |
| IEFA | ISHARES TR | $2,110.55万 | 3.00% | 218,529 | 8,788 | 4.2% | $84.87万 | 加仓 |
| IVV | ISHARES TR | $1,999.49万 | 2.85% | 26,699 | -186 | -0.7% | -$13.93万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,640.85万 | 2.33% | 43,988 | 3,725 | 9.3% | $138.95万 | 加仓 |
| HYG | ISHARES TR | $1,611.18万 | 2.29% | 201,473 | 13,200 | 7.0% | $105.56万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,515.51万 | 2.16% | 95,900 | 2,892 | 3.1% | $45.70万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,504.84万 | 2.14% | 264,099 | 16,313 | 6.6% | $92.95万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,437.19万 | 2.05% | 43,907 | 2,001 | 4.8% | $65.50万 | 加仓 |
| IJH | ISHARES TR | $1,405.29万 | 2.00% | 182,244 | 12,622 | 7.4% | $97.33万 | 加仓 |
| SLQD | ISHARES TR | $1,387.36万 | 1.97% | 275,433 | 10,448 | 3.9% | $52.63万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,308.77万 | 1.86% | 78,955 | 3,735 | 5.0% | $61.91万 | 加仓 |
| ABBV | ABBVIE INC | $1,265.52万 | 1.80% | 50,291 | 3,270 | 7.0% | $82.29万 | 加仓 |
| GOOGL | ALPHABET INC | $1,127.53万 | 1.60% | 31,551 | 90 | 0.3% | $3.22万 | 加仓 |
| AMZN | AMAZON COM INC | $1,047.40万 | 1.49% | 43,946 | 1,150 | 2.7% | $27.41万 | 加仓 |
| IJR | ISHARES TR | $1,001.44万 | 1.43% | 67,523 | 3,568 | 5.6% | $52.92万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $978.37万 | 1.39% | 12,820 | -327 | -2.5% | -$24.96万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $949.18万 | 1.35% | 27,834 | -188 | -0.7% | -$6.41万 | 减仓 |
| MS | MORGAN STANLEY | $870.18万 | 1.24% | 41,627 | -148 | -0.4% | -$3.09万 | 减仓 |
| IEMG | ISHARES INC | $804.34万 | 1.14% | 97,096 | 4,551 | 4.9% | $37.70万 | 加仓 |
| CAT | CATERPILLAR INC | $767.21万 | 1.09% | 7,204 | -1,026 | -12.5% | -$109.27万 | 减仓 |
| TFC | TRUIST FINL CORP | $745.17万 | 1.06% | 149,572 | 9,583 | 6.8% | $47.74万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $698.85万 | 0.99% | 165,056 | 7,954 | 5.1% | $33.68万 | 加仓 |
| D | DOMINION ENERGY INC | $691.64万 | 0.98% | 101,280 | 1,599 | 1.6% | $10.92万 | 加仓 |
| CSCO | CISCO SYS INC | $681.52万 | 0.97% | 58,021 | -15,548 | -21.1% | -$182.63万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $677.60万 | 0.96% | 26,680 | 1,344 | 5.3% | $34.13万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $674.45万 | 0.96% | 45,994 | 3,707 | 8.8% | $54.36万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $667.06万 | 0.95% | 37,146 | 739 | 2.0% | $13.27万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $662.42万 | 0.94% | 60,346 | 2,321 | 4.0% | $25.48万 | 加仓 |
| — | CAPITOL SER TR | $660.82万 | 0.94% | 263,960 | 22,603 | 9.4% | $56.59万 | 加仓 |
| AMGN | AMGEN INC | $604.79万 | 0.86% | 16,701 | 1,315 | 8.5% | $47.62万 | 加仓 |
| NET | CLOUDFLARE INC | $599.06万 | 0.85% | 24,424 | 356 | 1.5% | $8.73万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $599.04万 | 0.85% | 115,634 | 2,071 | 1.8% | $10.73万 | 加仓 |
| DAL | DELTA AIR LINES INC | $589.76万 | 0.84% | 62,969 | 2,986 | 5.0% | $27.97万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $580.37万 | 0.83% | 20,638 | 1,224 | 6.3% | $34.42万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $577.69万 | 0.82% | 45,638 | 2,818 | 6.6% | $35.67万 | 加仓 |
| MCD | MCDONALDS CORP | $551.30万 | 0.78% | 20,395 | 5,324 | 35.3% | $143.91万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $545.41万 | 0.78% | 16,125 | 893 | 5.9% | $30.20万 | 加仓 |
| LLY | ELI LILLY & CO | $543.09万 | 0.77% | 4,528 | -49 | -1.1% | -$5.88万 | 减仓 |
| HD | HOME DEPOT INC | $536.69万 | 0.76% | 15,217 | 886 | 6.2% | $31.25万 | 加仓 |
| SO | SOUTHERN CO | $534.36万 | 0.76% | 55,831 | -133 | -0.2% | -$1.27万 | 减仓 |
| RTX | RTX CORPORATION | $533.16万 | 0.76% | 28,101 | 1,899 | 7.2% | $36.03万 | 加仓 |
| KO | COCA COLA CO | $529.31万 | 0.75% | 65,130 | 2,302 | 3.7% | $18.71万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $528.77万 | 0.75% | 127,971 | 127,971 | — | $528.77万 | 新建仓 |
| VICI | VICI PPTYS INC | $514.18万 | 0.73% | 193,666 | -25,677 | -11.7% | -$68.17万 | 减仓 |
| CVS | CVS HEALTH CORP | $513.50万 | 0.73% | 49,638 | -15,477 | -23.8% | -$160.11万 | 减仓 |
| META | META PLATFORMS INC | $505.76万 | 0.72% | 8,979 | 338 | 3.9% | $19.04万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $491.04万 | 0.70% | 13,862 | 591 | 4.5% | $20.94万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $485.98万 | 0.69% | 5,195 | 294 | 6.0% | $27.50万 | 加仓 |
| CCI | CROWN CASTLE INC | $464.21万 | 0.66% | 61,298 | -7,809 | -11.3% | -$59.14万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $457.97万 | 0.65% | 52,178 | 2,891 | 5.9% | $25.37万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $444.98万 | 0.63% | 75,445 | 815 | 1.1% | $4.81万 | 加仓 |
| WMT | WALMART INC | $444.93万 | 0.63% | 39,284 | 1,772 | 4.7% | $20.07万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $433.75万 | 0.62% | 40,349 | 1,162 | 3.0% | $12.49万 | 加仓 |
| MDT | MEDTRONIC PLC | $429.60万 | 0.61% | 54,915 | 5,802 | 11.8% | $45.39万 | 加仓 |
| PEP | PEPSICO INC | $423.73万 | 0.60% | 31,294 | 1,738 | 5.9% | $23.53万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $423.12万 | 0.60% | 86,194 | 1,331 | 1.6% | $6.53万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $421.93万 | 0.60% | 11,385 | 515 | 4.7% | $19.09万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $418.80万 | 0.60% | 58,038 | 3,831 | 7.1% | $27.64万 | 加仓 |
| SHOP | SHOPIFY INC | $418.22万 | 0.60% | 36,628 | 2,866 | 8.5% | $32.72万 | 加仓 |
| DABS | DOUBLELINE ETF TRUST | $415.15万 | 0.59% | 81,918 | 1,141 | 1.4% | $5.78万 | 加仓 |
| TJX | TJX COS INC NEW | $406.48万 | 0.58% | 26,831 | 2,000 | 8.1% | $30.30万 | 加仓 |
| KHC | KRAFT HEINZ CO | $378.29万 | 0.54% | 160,156 | 160,156 | — | $378.29万 | 新建仓 |
| IWY | ISHARES TR | $372.21万 | 0.53% | 12,808 | -104 | -0.8% | -$3.02万 | 减仓 |
| MCK | MCKESSON CORP | $371.80万 | 0.53% | 4,921 | 385 | 8.5% | $29.09万 | 加仓 |
| NFLX | NETFLIX INC. | $326.57万 | 0.46% | 45,738 | 1,550 | 3.5% | $11.07万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $314.69万 | 0.45% | 14,440 | -233 | -1.6% | -$5.08万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $314.06万 | 0.45% | 36,459 | -123 | -0.3% | -$1.06万 | 减仓 |
| GLDM | WORLD GOLD TR | $297.95万 | 0.42% | 37,516 | -3,219 | -7.9% | -$25.56万 | 减仓 |
| TMUS | T-MOBILE US INC | $296.45万 | 0.42% | 17,674 | 1,494 | 9.2% | $25.06万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $282.52万 | 0.40% | 39,652 | -695 | -1.7% | -$4.95万 | 减仓 |
| MLPA | GLOBAL X FDS | $254.31万 | 0.36% | 47,911 | -660 | -1.4% | -$3.50万 | 减仓 |
| DGRO | ISHARES TR | $240.58万 | 0.34% | 31,743 | 1,245 | 4.1% | $9.44万 | 加仓 |
| IWX | ISHARES TR | $231.67万 | 0.33% | 22,030 | 324 | 1.5% | $3.41万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $190.39万 | 0.27% | 9,993 | -411 | -4.0% | -$7.83万 | 减仓 |
| VB | VANGUARD INDEX FDS | $177.27万 | 0.25% | 5,848 | -129 | -2.2% | -$3.91万 | 减仓 |
| — | DOUBLELINE ETF TRUST | $174.07万 | 0.25% | 56,332 | 843 | 1.5% | $2.60万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $151.67万 | 0.22% | 19,468 | -83 | -0.4% | -$6,466 | 减仓 |
| VOO | VANGUARD INDEX FDS | $146.56万 | 0.21% | 2,134 | -289 | -11.9% | -$19.85万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $146.19万 | 0.21% | 19,060 | -148 | -0.8% | -$1.14万 | 减仓 |
| GOOG | ALPHABET INC | $145.91万 | 0.21% | 4,129 | -111 | -2.6% | -$3.92万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $139.57万 | 0.20% | 43,655 | -14,449 | -24.9% | -$46.19万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $132.09万 | 0.19% | 71,285 | 8,708 | 13.9% | $16.14万 | 加仓 |
| TSLA | TESLA INC | $131.48万 | 0.19% | 3,126 | -45 | -1.4% | -$1.89万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $130.53万 | 0.19% | 21,238 | 711 | 3.5% | $4.37万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $130.33万 | 0.19% | 101,186 | 3,038 | 3.1% | $3.91万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $130.18万 | 0.19% | 19,163 | -18 | -0.1% | -$1,223 | 减仓 |
| PSA | PUBLIC STORAGE | $127.46万 | 0.18% | 4,004 | 39 | 1.0% | $1.24万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $126.78万 | 0.18% | 116,637 | 15,139 | 14.9% | $16.46万 | 加仓 |
| EFV | ISHARES TR | $122.25万 | 0.17% | 15,970 | -67 | -0.4% | -$5,129 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $121.14万 | 0.17% | 25,879 | -352 | -1.3% | -$1.65万 | 减仓 |
| O | REALTY INCOME CORP | $118.27万 | 0.17% | 19,088 | 637 | 3.5% | $3.95万 | 加仓 |
| VTR | VENTAS INC | $115.18万 | 0.16% | 12,970 | 41 | 0.3% | $3,641 | 加仓 |
| IWS | ISHARES TR | $106.82万 | 0.15% | 6,490 | -1,092 | -14.4% | -$17.97万 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC | $106.46万 | 0.15% | 112,297 | 112,297 | — | $106.46万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $103.56万 | 0.15% | 17,350 | -62 | -0.4% | -$3,701 | 减仓 |